Return to Oz: Crucial investment tax planning for wealthy Australians who’ll one day return home

When: 22 Mar 2017 ( 12:30 - 13:45 )

Where: Suite 4606, Two Exchange Square, 8 Connaught Place, Central

Tickets

Member

$200.00 ea

Non Member

$400.00 ea

FOC

$0.00 ea

Return to Oz:

Crucial investment tax planning for wealthy Australians who’ll one day return home

Eventually it’s time to go back home.

After years in Hong Kong, many successful Australian expatriates have built a substantial net worth of assets and investments outside of Australia. Yet Australia’s tax regime bites much harder than Hong Kong’s - so tax on these assets has historically been the bitter pill for wealthy Australians returning home.

But now Australian taxation of foreign assets has changed. Prior to returning, non-resident Australian expatriates can now structure the holding of their foreign investments to fully comply with Australian tax law - while legally and permanently eliminating Australian Capital Gains tax, Income tax and Wealth tax on their foreign investment assets.

Philippa Huckle will clearly and plainly explain how to properly implement these recent changes to substantially strengthen your own financial position.

Don’t miss out if you plan to return or live in Australia in the future.

About the speaker:

Philippa Huckle, CEO, Philippa Huckle Wealth Management

For twenty years Philippa has directed the investments and shaped the tax planning strategies of the firm’s clients, who include affluent executives, solicitors and barristers, business owners, doctors and engineers.

Philippa is an international authority on Behavioral Finance. She has appeared on an elite financial panel with Nobel prize-winner Daniel Kahneman (Economics 2002), and is co-author of “The Psychology of Trading” (2007).

As a global financial commentator she is regularly featured in the international media. She is a frequent keynote speaker at events in Hong Kong, London, and Singapore. In 2009 Philippa was named among “Hong Kong’s Most Extraordinary Women in Finance”.

* Please be aware that Philippa Huckle Wealth Management engage in advisory relationships with individuals who have a net worth exceeding USD 1 million (excluding property).

Date:
Wednesday 22 March 2017

Time:
Registration from 12:30pm, Event start at 12.45pm

Event ends at approximately 1:45pm

Venue:
Suite 4606, Two Exchange Square, 8 Connaught Place, Central

Cost:
AustCham Members HK$200;

Non Members HK$400

(Includes light lunch)

To book: Please click the book button for online booking (Only Visa or Master Card is accepted for online payment); or paper booking form here.